Legal
How long we keep information, and how to ask us to delete it.
Last Updated: November 3, 2026
We keep information only as long as we reasonably need it for the purpose we collected it. The periods below are the ones we apply.
| Category | Period | Notes |
|---|---|---|
| Account and contact information | Life of the account, plus up to 3 years | Contact details and account records stay while the account is open, then for up to 3 years. |
| Engagement workpapers and deliverables | As the professional standards that apply require | For example, USPAP. We keep the file for at least the period those standards set. |
| Uploaded documents | 4 years | Tax returns and financial statements stay in write-once storage, and longer when standards require it. |
| Connected accounting data | While the connection is active | After you disconnect, data we already received follows the periods on this page. |
| Security and audit logs | At least 1 year | Application and access logs. |
| Website analytics | Up to 36 months | Usage data collected on the public site. |
| Database backups | Up to 30 days, rolling | Older copies drop off as the window moves. |
| Anonymized and aggregated data | Kept indefinitely | This data cannot reasonably be tied back to a person or a company. |
| Staff AI-assistant records | Kept indefinitely | Records of staff work with approved AI assistants can include client information. |
To ask us to delete your information, email legal@fairmarketvalue.com.
We complete a validated request within 30 days, and copies in backups expire inside the backup window.
We may keep information where the law or professional standards require it. We send a confirmation when you ask for one.
When an agreement or law requires a longer period, the longer period governs.